Tenant User Guide

Sign in, find your way around the portal, and learn the handful of patterns every page shares — so the rest of this guide is just detail.

The dashboard — a read-only summary of how your phones have been running, with a calm overview and a detailed full view.

The people on your phone system — adding them, and a complete, field-by-field reference for every tab of the extension editor.

The external numbers (DIDs) your tenant owns and how each routes, plus the dial plans that decide where outbound calls go.

The ability to convert a user dialed number to a number that is accepted by the PSTN

How inbound calls are answered and routed — a map of the call-handling building blocks (auto attendants, ring groups, call queues, conferences, paging, service flags, park orbits), each with its own in-depth guide.

The searchable record of every call — filters, AI transcript search, quality (MOS) and sentiment scores, recordings, and export.

Download your usage and invoice charges as CSV for reconciliation.

Staff follow-ups from voice agents and admin entries. Assign, triage, and close.

Tenant-wide defaults — identity, caller IDs, voicemail, music on hold, permission groups, and shared audio — that everything else inherits from.

The technical plumbing — webhooks, provisioned devices, locations and E911, phone-button templates, user-page control, CRM integrations, and star codes.

The live, real-time view — calls in progress, registered devices, rolling graphs, recordings, and the raw call log for troubleshooting.